Property Tax Management Software System

The County of San Luis Obispo’s Auditor‑Controller‑Treasurer‑Tax Collector (ACTTC) is issuing an RFI to gather information on commercial, SaaS‑based property tax management software that is already in production in at least one California county. The County plans to replace its legacy mainframe‑based PTAX system and associated ancillary tools with a single, vendor‑supported solution that handles both Tax Collector and Auditor‑Controller functions, integrates with a wide array of existing county systems (ERP, GIS, payment processing, etc.), and provides a public web portal for taxpayers. The RFI seeks details on product capabilities, implementation timelines, total cost of ownership, integration approaches, compliance with California tax codes, and pricing ranges for a county of roughly 280,000 residents and 150,000 parcels. Responses are due 16 Nov 2026; questions must be submitted by 23 Oct 2026. • Scope: Full‑cycle property tax billing, collection, delinquency, redemption, apportionment, refunds, and related reporting. • Required delivery model: Vendor‑hosted SaaS (cloud) with robust security (SOC 2, PCI‑DSS). • Integration needs: Workday ERP, R.T. Lawrence remittance, County GIS, document management, bank/lockbox, State Controller reporting, and future Assessor system. • Implementation expectations: Typical implementation duration not disclosed; the County anticipates issuing an RFP in 2027. • Pricing request: Non‑binding ball‑park ranges for a 10‑year term, covering one‑time implementation, data conversion, and annual subscription/maintenance fees.